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Roma Vohra Mulay

Strategic Advisers LLC

Washington, DC

Bethesda, MD

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Washington, DC • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Washington DC 01/2010 12/2017
Td Ameritrade Washington DC 12/2017 01/2022
Fidelity Investments Bethesda MD 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2010 → 12/2017
    Td Ameritrade
    Washington, DC
  • 12/2017 → 01/2022
    Td Ameritrade
    Washington, DC
  • 01/2022 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
  • 2010-01-29 → 2022-01-21
    Td Ameritrade, Inc.
    Washington, DC
    Charlotte, NC
    Potomac, MD
  • 2010-02-12 → 2022-01-21
    Td Ameritrade Investment Management, Llc
    Washington, DC
    Washington Dc, DC
    Potomac, MD
  • 2006-10-31 → 2010-01-06
    Ameriprise Financial Services, Llc
    Gaithersburg, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-25
  • S66 Uniform Combined State Law Examination
    2006-09-25
Other Names
  • Roma Vohra
  • Roma Vohra Mulay
  • Roma Mulay

View on SEC IAPD

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